Filed January 31, 2022 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,792 | $82,032-62.5% | $123,106-75.0% | $59,633-48.4% |
| Participation rate | 95.8% | 83.2%+12.6pp | 86.8%+9.0pp | 68.7%+27.1pp |
| Annual return | 4.43% | 5.12%-0.7pp | 13.22%-8.8pp | 2041.40%-2037.0pp |
| Employer contribution / active EE | $868 | $3,297-73.7% | $5,151-83.1% | $2,203-60.6% |
| Participant deferral / active EE | $2,977 | $4,667-36.2% | $6,229-52.2% | $3,192-6.7% |
| Admin fee / account holder | $1,128 | $5,881-80.8% | $9,015-87.5% | $4,297-73.7% |